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Customer Price Checker and Quantity Breaks

Datafile Software Solutions Customer Price Checker and Quantity Breaks Discount Matrix tools allow the facility to set that, for a combination of account code/group and stock code/group, that a discount or price is applied. An additional...

Datafile RTD Excel Add-In

Datafile Software Solutions Datafile RTD Excel Add-In The Datafile system as standard allows reports to be sent to Microsoft Excel as part of the print process. Once the report is in Microsoft Excel however the data is static so when balances...

Confirm Input File and Date - Job Costing Batch Update

Datafile Software Confirm Input File and Date - Job Costing Batch Update Before the update can start you must confirm the input data file that is to be updated to the system. The pathname is usually just accepted, if will not accept this path it...

Windows 10 1803 Update / Windows Defender

Windows 10 1803 Update / Windows Defender The latest version of Windows Defender installed with the Windows 10 1803 update can block connections to the HMRC for FPS / EPS submissions in some circumstances – the system reporting a &lsquo...

Forecast Dates - Additional Options

Forecast dates allow you to analyse date’s in different ways. Existing option types allow you to add set number of days to a base date, show the Age in years/months/days, show the week in year of the base date and so on. New options...

Data Interchange Omit First Row from Import

CSV files will sometimes contain column headings on the first row. This new feature allows for the first row to be ignored from the import. Omit First Line from Input – set to omit the first row of the CSV from import into the DFD...

Selection Criteria Range ‘Value` Input

Datafile 2015 onwards only When entering selection criteria the Range type prompts for a ‘from/to’ value but allowed a maximum input of ten characters in each input this has now been increased to sixteen characters. ...

Omit Exclusive File Locks on DFD Import

Datafile Software Omit Exclusive File Locks on DFD Import When running the batch import processes within the Sales, Purchase, Stock and Job Costing Batch Update Accessories the system requires an exclusive file lock on the main application files...

Data Interchange-Wildcards in Input Filename

Datafile Software Data Interchange – Wildcards in Input Filename This change to the ASCII input procedure in the Data Interchange options, for both ProFiler and Report Generator, allows the ability to specify the input filename using wildcards...

Main Menu Icons

Datafile Software Main Menu Icons The main menu (the left-hand menu) can now include icons on the options. The default, hard-coded menu, will be updated automatically to include a set of icons and these cannot be amended. However, if using a...

Alternate Allocation Match Option

Datafile Software Alternate Allocation Match Option When importing sales ledger or purchase ledger payment transactions the option exists for the imported payment transaction to record a reference which, if matched to a sales / purchase invoice...

Accept Forward Period Dates on Automatic Imports

Datafile Software Accept Forward Period Dates on Automatic Imports The Datafile Accounting Calendar has a defined number of periods within the financial year and the sales, purchase and (optionally) the stock and job costing applications...

Scanning Options on the Ledger Enquiry

Datafile Software Scanning Options on the Ledger Enquiry This option adds the ability to scan a document against an application record, such as a sales ledger account or sales order, from within the Ledger Enquiry. A new option FILES has been...

Optional Features - Stock Batch Update

Datafile Software Optional Features - Stock Batch Update The optional features for Stock Batch Update are displayed over two screens. Screen 1 of 2 Delimiter for Ascii Files, Default "," ASCII input files are normally defined to be comma...

Optional Features - Sales/Purchase Batch Updates

Datafile Software Optional Features - Sales/Purchase Batch Updates The optional features for the Sales/Purchase Batch Updates are displayed over two screens. Screen 1 of 2 Delimiter for ASCII files, default ",” (only if ASCII) ASCII...

List Matrix Entries

Datafile Software Solutions List Matrix Entries This new facility, available for both Customer and Supplier Matrix options allows a ‘list’ option within the Matrix options. The list displays all the entries for a requested...

Confirm Update Definition - Stock Batch Update

Datafile Software Confirm Update Definition - Stock Batch Update When you choose the first option from the main batch update menu, you are presented with a list of up to six update definition names.These update definition names are defined in...

Optional Features - Job Costing Batch Update

Datafile Software Optional Features - Job Costing Batch Update The optional features for Job Costing Batch Update are displayed on this screen. Delimiter for ASCII files, Default ",” ASCII input files are normally defined to be comma-separated...

Confirm Input File and Date - Stock Batch Update

Datafile Software Confirm Input File and Date - Stock Batch Update Before the update can start you must confirm the input data file and the date that transactions are to be updated to the system as. For stock batch update the date has...

Order Processing Batch Updates

Datafile Software Order Processing Batch Updates The purpose of these programs is to update the sales and purchase order processing system with orders created elsewhere. These orders may have been created by a special ProFiler order processing...

Batch Update Processing - Sales/Purchase Batch Updates

Datafile Software Batch Update Processing - Sales/Purchase Batch Updates During the batch update, the number of input records is displayed on screen and a progress bar shows the progress of the update. Attention should be given to any records...

Additional Copy Items from Input File

Datafile Software Additional Copy Items from Input File Up to 20 additional items can now be copied from the input file to the SOH and the SOD bringing the total number of copy items from the input file to the order processing files up to 40 per...

Confirm Default Reference / Description at Run-time

Datafile Software Confirm Default Reference / Description at Run-time If not importing the reference / description from the import file the batch update parameters allow you to set a default value to be applied on the transactions. This new...

Input File Structure - Sales/Purchase Batch Updates

Datafile Software Input File Structure - Sales/Purchase Batch Updates This requests the type of file being imported. There are two possible options – D for Datafile database input file, or Afor ASCII/CSV file.

Link to Map Websites

Datafile Software Link to Map Websites This option allows the facility to link to a map website to display the location of a customer or supplier account based on the postcode. By default the system links to the ‘Multimap’ website...

Data Items Cross Reference - Sales/Purchase Batch Updates

Datafile Software Data Items Cross Reference - Sales/Purchase Batch Updates The Data Items Cross Reference screen is used to correlate the input file items (on the left) to the sales/purchase transaction file (shown on the right). All...

Custom Features - Job Costing Batch Update

Datafile Software Custom Features - Job Costing Batch Update Datafile Software offers a service that allows any Datafile system to be customised to specific requirements on the rare occasion that those requirements cannot be met by the standard...

Confirm Update Definition - Job Costing Batch Update

Datafile Software Confirm Update Definition - Job Costing Batch Update When you select the post transactions option you are presented with a list of up to six update definition names - these names are defined within the Installation Details...

Batch Update Definition - Order Processing Batch Updates

Datafile Software Batch Update Definition - Order Processing Batch Updates Where the Sales or Purchase Batch Updates have been purchased a new option is available within the Application User Facilities for the Order Processing Application. The...

Post Code Analysis

Datafile Software Post Code Analysis It can be useful to analyse (say) sales by post code but with the varying lengths of post codes – for example Liverpool is ‘L’, some London areas are ‘EC’, you can’t create a...

End of Batch Update - Sales/Purchase Batch Updates

Datafile Software End of Batch Update - Sales/Purchase Batch Updates After confirming that the input is completed the system may print an import report showing either the transactions imported or just any transactions rejected from the import....

Confirm Input File and Date - Sales/Purchase Batch Updates

Datafile Software Confirm Input File and Date - Sales/Purchase Batch Updates Before the update can start you must confirm the input data file that is to be updated to the system. For sales and purchase batch updates the date is very important....

Data Items Cross Reference - Job Costing Batch Update

Datafile Software Data Items Cross Reference - Job Costing Batch Update The Data Items Cross Reference screen is used to correlate the input file items (on the left) to the job costing transaction definition (shown on the right). All 160 items...

Network File In Use

Network File In Use – the DIAMOND.D02 is the multi-user control file for the Datafile system and is accessed thousands of times during operations in the Datafile system. As you open a database file or record the system opens this file to update the...

Custom Features - Stock Batch Update

Datafile Software Custom Features - Stock Batch Update Datafile Software offers a service that allows any Datafile system to be customised to specific requirements on the rare occasion that those requirements cannot be met by the standard system...

Confirm Printer - Sales/Purchase Batch Updates

Datafile Software Confirm Printer - Sales/Purchase Batch Updates If your update has been configured to print an update commentary report then you are asked to confirm the printer to be used. The currently selected printer is displayed and you...

Disputed Transactions on Allocation Import

Datafile Software Disputed Transactions on Allocation Import When importing payments and allocating against existing invoices and credits with a customer supplied ‘CSV Remittance’ you may occasionally be advised of a ‘disputed...

Input File Pathname - Stock Batch Update

Datafile Software Input File Pathname - Stock Batch Update This requests the pathname of the input file. The key may be used to help you in looking for the filename. Note, whatever name you enter here can be overridden at the time...

Include Import Totals on Update Commentary

Datafile Software Include Import Totals on Update Commentary When importing transactions via the Batch Update accessories the system allows a report to be created listing the transactions processed and then provides a summary screen for the...

Apply Default Nominal Code to Payment Transactions

Datafile Software Apply Default Nominal Code to Payment Transactions When importing sales / purchase transactions the system allows the setting of a default nominal code to be applied to imported transactions. However, this default nominal code...

Batch Update Processing - Stock Batch Update

Datafile Software Batch Update Processing - Stock Batch Update During the batch update, the number of input records is displayed on screen and a progress bar shows the progress of the update.Attention should be given to any records that are...

Sales/Purchase Batch Updates

Datafile Software Sales/Purchase Batch Updates The purpose of these applications is to update the sales and purchase ledgers with transactions generated elsewhere. These transactions may have been created by a special ProFiler order processing...

Input File Pathname - Sales/Purchase Batch Updates

Datafile Software Input File Pathname - Sales/Purchase Batch Updates This requests the pathname of the input file. The key may be used to help you in looking for the filename. Note, that whatever name you enter here can be...

Confirm Update Definition - Sales/Purchase Batch Updates

Datafile Software Confirm Update Definition - Sales/Purchase Batch Updates When you choose the first option from the main batch update menu, you are presented with a list of up to six update definition names.These update definitions are defined...

Confirm Printer - Stock Batch Update

Datafile Software Confirm Printer - Stock Batch Update If your update has been configured to print an update commentary report then you are asked to confirm the printer to be used. The currently selected printer is displayed and you can change...

Confirm Printer - Job Costing Batch Update

Datafile Software Confirm Printer - Job Costing Batch Update If your update has been configured to print an ‘update commentary’ report then you are asked to confirm the printer to be used. The currently selected print device is...

End of Batch Update - Job Costing Batch Update

Datafile Software End of Batch Update - Job Costing Batch Update After confirming that the input is completed the system may print an import report showing either the transactions imported or just any transactions rejected from the import. This...

Input File Structure - Job Costing Batch Update

Datafile Software Input File Structure - Job Costing Batch Update This requests the type of file being imported. There are two possible options – D for Datafile database input file, or Afor an ASCII file.

Create / Update Account Records Before Import

Datafile Software Create / Update Account Records Before Import This feature allows the sales/purchase order processing batch update to process a DFD input file and create/update account details before continuing to create the orders themselves....

Batch Update Processing - Job Costing Batch Update

Datafile Software Batch Update Processing - Job Costing Batch Update During the batch update, the number of input records is accumulated on the screen. Totals are displayed for the number of records accepted, ignored and rejected.Attention...

End of Batch Update - Stock Batch Update

Datafile Software End of Batch Update - Stock Batch Update After confirming that the input is completed the system may print an import report showing either the transactions imported or just any transactions rejected from the import. This report...

Job Costing Batch Update

Datafile Software Job Costing Batch Update This application accessory allows for the import of job costing with transactions generated elsewhere. These transactions may have been created by a special ProFiler Job Costing application or might be...

Import Payment Transactions and Summarise

Datafile Software Import Payment Transactions and Summarise The batch update definition allows for the import of individual invoice / credit transactions for a single account but, on update to Datafile, to summarise this input as one invoice (or...

Installation Details - Sales/Purchase Batch Updates

Datafile Software Installation Details - Sales/Purchase Batch Updates The first time this option is loaded for a new company you will be asked to create the definition – the SALESUPD.XXX (where XXX is the company id). From then on each time...

Stock Batch Update

Datafile Software Stock Batch Update The purpose of this application is to update the stock control system with transactions generated elsewhere. These transactions may have been created by a special ProFiler order processing application, for...

Input File Structure - Stock Batch Update

Datafile Software Input File Structure - Stock Batch Update This requests the type of file being imported. There are two possible options – D for Datafile database files and A for an ASCII file.

Run Time Prompt - Stock Batch Update

Datafile Software Run Time Prompt - Stock Batch Update The batch update definition may be set up to ask for a value at the start of each batch update. This can be used to record a standard value to all the transactions written by this update e.g...

Run Time Prompt - Sales/Purchase Batch Updates

Datafile Software Run Time Prompt - Sales/Purchase Batch Updates The batch update definition may be set up to ask for a value at the start of each batch update. This can be used to record a standard value to all the transactions written by the...

Installation Details - Job Costing Batch Update

Datafile Software Installation Details - Job Costing Batch Update The first time this option is loaded for a company you will be asked to create the definition – the JOBCUPD.XXX (where XXX is the company id). From then on each time you load...

Input File Pathname - Job Costing Batch Update

Datafile Software Input File Pathname - Job Costing Batch Update This requests the pathname of the input file. is available to help you in looking for the file, but note that whatever name you enter here can be overridden at the...

Data Items Cross Reference - Stock Batch Update

Datafile Software Data Items Cross Reference - Stock Batch Update The Data Items Cross Reference screen is used to correlate the input file items (on the left) to the stock transaction file (shown of the right). All 160 items may be cross...

Installation Details - Stock Batch Update

Datafile Software Installation Details - Stock Batch Update The first time this option is loaded for a new company you will be asked to create the definition – the STOCKUPD.XXX (where XXX is the company id). From then on each time you load...

Calling a Batch Update Definition - Profiler

Datafile Software Calling a Batch Update Definition - Profiler When defining your ProFiler application you can call aspects of the standard application programs where required. This is achieved via the P-Program option type. Option Type To...

Report Specification - Job Costing Batch Update

Datafile Software Report Specification - Job Costing Batch Update This option allows definition of the output report produced after the transaction import. Print Control This setting controls the page size when the OPTIONS button has not been...

Help Manuals

Datafile Software Help Manuals The Help manuals, available from the Help option on the main toolbar, have been brought up-to-date and are now supplied as PDF files. Selecting Help and ‘Help Manuals’ offers a list of the PDF Help...

Ignore ‘Stock Not Exist` Error

Datafile Software Ignore ‘Stock Not Exist’ Error If the stock code referenced on the input record does not exist then that input record was rejected.A new option has been added to allow the import to proceed – note though that the...

Confirm Update Definition - Order Processing Batch Updates

Datafile Software Confirm Update Definition - Order Processing Batch Updates When you choose the batch update menu option you are presented with a list of up to six update definitions. These updates are defined within the order processing...

Adding / Updating Account Details - Sales/Purchase Batch Updates

Datafile Software Adding / Updating Account Details - Sales/Purchase Batch Updates If the definition allows the accounts file to be updated for new and/or changed accounts then you will be asked: Add / update any account records before...

Order Processing Batch Update - Import Order Reference

Datafile Software Order Processing Batch Update - Import Order Reference The batch import will now allow import of the order reference as the Datafile order number.Previously, whilst this could be imported it could only be updated to a separate...

Report Specification - Stock Batch Update

Datafile Software Report Specification - Stock Batch Update This option allows definition of the output report produced after the transaction import. Print Control This setting controls the page size when the OPTIONS parameters have not been...

Create / Update Accounts - Order Processing Batch Updates

Datafile Software Create / Update Accounts - Order Processing Batch Updates If the definition allows the accounts file to be updated for new and/or changed accounts then you will be asked: ok to create/update accounts? If you select ‘Yes...

Negative Discount Amounts on Payment Transactions

Datafile Software Negative Discount Amounts on Payment Transactions Datafile records the payment and payment discount values as positive values on update of the payment to the ledger. When bringing in payment transactions from another system,...

Confirm Date for Generated Orders - Order Processing Batch Updates

Datafile Software Confirm Date for Generated Orders - Order Processing Batch Updates Before the update can start you must confirm the input date and, optionally, any selection criteria that apply to the update. On confirm of the prompt ‘OK...

Report Specification - Sales/Purchase Batch Updates

Datafile Software Report Specification - Sales/Purchase Batch Updates This option allows definition of the output report produced after the transaction import. Print Control This setting controls the page size when the OPTIONS parameters have...

ProFiler Options

Datafile Software ProFiler Options Often a batch update process will be used as part of a ProFiler routine – for example, when using Sales Order Batch Update you may import an ASCII file into a Datafile Database, process that database to...

Data Item Access via Authority Level

Datafile Software Data Item Access via Authority Level This option allows you to set, via a database.ini, the authority level for display and access to data items such as the cost price. If you create a text file in the same location as the...

System Status - Sales/Purchase Batch Updates

Datafile Software System Status - Sales/Purchase Batch Updates This screen gives an overview of the status of the application concerned showing file sizes and period details.

System Status - Job Costing Batch Update

Datafile Software System Status - Job Costing Batch Update This screen gives an overview of the status of the Job Costing application showing file sizes and period details.

System Status - Stock Batch Update

Datafile Software System Status - Stock Batch Update This screen gives an overview of the status of the application concerned showing file sizes and period details.

Import Payments and Allocate

Datafile Software Solutions Import Payments and Allocate The Sales and Purchase Batch Update definitions allow the facility to import a payment transaction and allocate this payment against an invoice with a matching payment allocation...

QR Code Image Generator

This is a new tool that allows you to create a QR code image based on a data item within a database and to record the image filename within a data item on the same database so that it can be included...

Increased Options Allowed on the Main Menu

When you log on to Datafile the main menu allows for display of up to fourteen options, with this update the number of options allowed increases to eighteen. Installation On...

Warehouse Tablet - User-Defined Database Landing Page / Edit

This feature allows you to configure the tablet to show records from an application database and enquire / edit items. For example, you could display the stock records and allow edit options to set the stock bar code. Alternatively, you could display...

User Defined Reports - Set ‘From` Address on Email Reports

When sending emails from Microsoft Outlook the option is available to choose the ‘From’ account – typically this is your own account, but you may have general group email accounts that you wish to use instead. When sending emails from...

Forecast Dates - Negative ‘Credit Terms` Dates

Forecast Dates can be used within a database to perform ‘calculations’ based on a date item.These calculations can be as straightforward as adding/subtracting a set no or days or calculating the age in years or months of a set date...

Email Alerts - Set ‘From` Email Account

Warehouse Tablet - Sales / Purchase Order Picks - Disable Manual Input

When processing stock items that are batch/serial tracked existing options allow you to force the user to scan a bar code to select/confirm the batch to be picked. This option extends this facility to the stock items preventing you manually selecting...

Warehouse tablet - New Tablet Users / Inherit Settings

When adding a new user to Datafile then before they can log on to the tablet various settings updates need to be applied – updating the selection criteria for sales/purchase order selection, choosing the list items for the order selection and so on...

Global Updates - Replace / Insert Text in Data Item

As part of the special Database Actions that can be used within the Profiler Installerare options that can be used to replace text or to insert text in any text data item. These can be used, for example, to insert a location code on a stock code...

Warehouse Tablet - Sales / Purchase Order Picks - Save User / Date / Time

New options have been added to allow the save of a sales/purchase order pick to record both the user who picked the order and the date/time the order was picked. Installation Database Changes Changes are required to the Sales Order Header/Detail...

Create New User - Copy Landing Pages

When creating new user logins for the Datafile system you can choose to copy the user setup from one user to another – whether that’s because they have the same/similar user role or they’re replacing another user. When you create...

Warehouse Tablet - Sales / Purchase Order Picks - Save and Continue

When picking an order, the system saves the picks back to the order when you have completed the pick and ready to move on to the next order. If running the Warehouse application directly on the tablet, rather than via an RDP session, and you have a...

Warehouse Tablet - Sales / Purchase Order Picks - Highlight Short Picks

If quantity selected for picking is less than the qty to be picked then enabling this option highlights this for the operator to confirm. If configured then if the quantity...